Services
How Independent Loan Reviews Can Mitigate Risk to Your Institution
Banks and financial institutions rely on the insight from independent loan reviewers to uncover potential risks embedded in their loan portfolios. As part of standard practice, financial institutions engage independent…
Risks You Haven’t Thought of: How Climate Change is Presenting New Challenges for Lenders
In the Fourth Quarter of 2021, President Biden presented his administration’s “roadmap for climate change,” identifying how government agencies would strengthen infrastructure in response to worsening climate conditions. This was…
American Heart Association Recognizes Mercadien For Workplace Health Achievement
Scientific, evidenced-informed tool rates, recognizes workplace health programs and workforce well-being. The results of the American Heart Association’s 2021 Workplace Health Achievement Index were announced on Thursday, December 2nd, 2021…
How Does Corporate Culture Mitigate the Risk of Fraud?
In August of 2021, an Economic News Release from the U.S. Bureau of Labor Statistics reported that 4.3 million American workers had quit their jobs, a number that increased by…
Post-Pandemic Aftermath: Fraud in Your Own Backyard
The world is slowly returning to some sense of normalcy, travel is resuming, kids are heading back to the classroom, and retailers, restaurants, and cultural arts centers are greeting us…
Mercadien Webinar Replay: M&A Series Pt. 3: Maximizing the Value of Your Business Through the Sales Process
Lee Boss, Managing Director of Mercadien, Valentina Midura, Senior Managing Director of BDO Capital Advisors, Kevin Hoyle, CEO of B2B Gateway & Nicholas San Filippo IV, Partner of Lowenstein Sandler LLP…
Tax Changes Effecting Your 2021 Tax Return
There has been much conjecture around what tax law changes will impact US Taxpayer’s in the Biden Administration budget proposal, the Green Book, which was released in May 2021. Check…
Major Tax Changes are Coming: What Lies Ahead?
There are numerous miscellaneous provisions in the tax proposals currently before the U.S. Federal Government and as we have learned from recent headlines the outcome is uncertain. As many of…
Major Tax Changes are Coming: What Lies Ahead for Estates?
Estate and trust taxation and planning techniques are two areas substantially impacted by the upcoming changes proposed this fall by Congress and the Biden Administration. It is essential that individuals and entities dealing with…
Major Tax Changes are Coming: What Lies Ahead for Individuals?
Proposed changes to tax laws, and recently released draft legislation from the House Ways and Means Committee, have the potential to directly impact individuals. In addition, the IRS is allocating…